StockDriftsStockDriftsTop 50 Ninety One UK Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | Alphabet Inc | 5.52% | 8.27M | $2.38B | -7.86%(-706.11K) | $111.85(+259.95%) | 2026-03-31 | |
| MSFT | Microsoft Corp | 4.63% | 5.40M | $2.00B | -18.15%(-1.20M) | $155.01(+161.41%) | 2026-03-31 | |
| NVDA | NVIDIA Corp | 4.56% | 11.29M | $1.97B | -9.83%(-1.23M) | $72.71(+210.60%) | 2026-03-31 | |
| V | Visa Inc | 4.28% | 6.11M | $1.85B | -0.04%(-2.60K) | $114.07(+180.81%) | 2026-03-31 | |
| JNJ | Johnson & Johnson | 3.76% | 6.64M | $1.62B | -2.47%(-168.45K) | $139.67(+64.97%) | 2026-03-31 | |
| AAPL | Apple Inc | 2.98% | 5.06M | $1.28B | +69.06%(+2.07M) | $177.61(+68.27%) | 2026-03-31 | |
| PM | Philip Morris International Inc | 2.75% | 7.16M | $1.18B | +0.14%(+10.26K) | $85.91(+118.74%) | 2026-03-31 | |
| BKNG | Booking Holdings Inc | 2.47% | 253.4K | $1.07B | +21.54%(+44.91K) | $100.63(+54.07%) | 2026-03-31 | |
| EW | Edwards Lifesciences Corp | 2.3% | 12.40M | $992.7M | +60.26%(+4.66M) | $80.28(+1.38%) | 2026-03-31 | |
| ADSK | Autodesk Inc | 2.23% | 4.03M | $963.7M | -13.26%(-615.64K) | $258.50(-10.63%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.01% | +56.14% |
| Top 20 Holdings Unweighted | +15.71% | +54.93% |
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